Creating contract evaluations from entities

After you attach evaluation entities to a contract, the Create Contract Evaluations From Entities button is available.

  1. Select Contracts > Contracts.
  2. Open a contract record.
  3. On the Contract tab, click the Evaluations link.
  4. Click Create Contract Evaluations From Entities.
  5. Specify this information:
    Performance Evaluation Template
    This field shows the default evaluation template from the contract classification or subclassification. You can select another template to override the default.
    Evaluation Description
    Provide the evaluation description. The evaluator description and the due date, if enabled from the contract group, are added to the final evaluation description.
    Frequency
    Select how often evaluation periods occur.
    Notification Date
    Specify the notification date for the first evaluation.
    Evaluator Due Date
    Specify the evaluator due date for the first evaluation. The due dates for the subsequent evaluations are calculated based on the number of days between the first notification and the evaluation due date.
    Approver Due Date
    If you select an approver for an evaluator, specify the due date for the approver. The due dates for the subsequent evaluations are calculated based on the number of days between the first notification and the evaluation due date.
    Last Evaluation Date Allowed
    If you select multiple evaluation periods in the Frequency field, specify the last evaluation date. Performance evaluations that have a notification date later than the date in this field cannot be created.
    Approver For All Evaluators
    Select one approver to assign to all evaluators.
  6. Click Submit.

    If the default evaluator and approver are defined in the evaluation entity, they are assigned to the contract evaluations created from the entity.